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For Companies At a Glance
- Tasks: Transform complex financial info into clear, client-focused advice and reports.
- Company: Join a forward-thinking team that values collaboration and growth.
- Benefits: Remote work, ongoing training, and personal development opportunities.
- Other info: Be part of a supportive culture that celebrates success and inclusion.
- Why this job: Make a real impact on client outcomes while developing your skills.
- Qualifications: Strong knowledge of financial planning and attention to detail required.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards. Your work will directly impact client outcomes, helping advisers deliver advice that is not only compliant, but genuinely valuable.
What You’ll Be Doing
- Client Advice & Reporting
- Draft clear, tailored Suitability Reports aligned to individual client needs
- Prepare Annual Review reports to support ongoing client relationships
- Ensure all documentation is accurate, compliant, and easy to understand
- Research & Analysis
- Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
- Analyse client portfolios for performance, risk, and alignment with objectives
- Provide data-driven insights to support adviser recommendations
- Technical & Financial Planning Support
- Build financial plans using cashflow modelling tools
- Support technical calculations (e.g. CGT, IHT, investment risk profiling)
- Break down tax implications and help identify the most appropriate client solutions
- Compliance & Governance
- Ensure all reports meet FCA requirements and internal standards
- Maintain accurate records of the advice process and client data
- Work closely with compliance to resolve issues and refine documentation
- Stay up to date with regulatory and legislative changes
- Systems & Process
- Keep client records and back-office systems fully up to date
- Use financial planning software effectively to support delivery and compliance
- Contribute to improving templates and processes
- Personal Development
- Ongoing CPD and development support
- Regular training sessions and compliance updates
- A culture of feedback, learning, and continuous improvement
- Opportunities to shape your own progression
What We’re Looking For
- Strong technical knowledge across financial planning products and tax
- Experience in paraplanning or a similar technical role
- A high level of attention to detail and organisation
- Confident communicator - able to translate technical information clearly
- Proactive mindset with a “leave it better than you found it” approach
- A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued. We take ownership and are open when things don’t go to plan. We learn constantly and share knowledge. We respect different perspectives and champion inclusion. We celebrate success and recognise contributions.
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships - while giving you the space to grow, contribute, and make an impact. If this sounds like your kind of role, we’d love to hear from you.
Paraplanner in Preston employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products, tax implications, and compliance standards. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! It shows you’re genuinely interested in joining our team and helps us keep track of your application. Plus, we love seeing candidates who take that extra step.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that can set you apart from other candidates. Remind us why you’re the perfect fit for the Paraplanner role and express your enthusiasm for the opportunity!
We think you need these skills to ace Paraplanner in Preston
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in paraplanning and technical analysis. We want to see how your skills align with the role, so don’t hold back on showcasing your attention to detail and client-focused approach!
Showcase Your Technical Knowledge: Since we’re looking for someone with strong technical knowledge across financial planning products, be sure to include specific examples of your experience with pensions, investments, and tax-efficient solutions. This will help us see how you can contribute to our team right away.
Keep It Clear and Concise: When drafting your application, clarity is key! Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read and gets straight to the point—just like the reports you’ll be preparing!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our collaborative team!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge across financial planning products and tax. Be ready to discuss how you've applied this knowledge in previous roles, especially in paraplanning or similar positions.
✨Tailor Your Communication
Practice translating complex financial information into clear, client-focused advice. During the interview, demonstrate your ability to communicate effectively by using examples of how you've done this in the past.
✨Show Your Attention to Detail
Prepare to showcase your organisational skills and attention to detail. Bring examples of reports or documentation you've created that highlight your ability to ensure accuracy and compliance with regulatory standards.
✨Emphasise Team Collaboration
Highlight your experience as a team player. Share stories about how you've collaborated with advisers or colleagues to deliver high-quality outcomes, and express your enthusiasm for contributing to a supportive team environment.